Government contracting, PE-backedController
Three financial statements. One integrated model. Zero manual adjustments.
- 12 months of unreconciled cash cleared
- 3 days cut from post-close reporting
What I've built
The method, before it had a name.*
Energy storage, global enterpriseBusiness Controller
A regional dashboard that went global, and stopped every inbound status call.
- 20+ project managers with real-time visibility
- Zero inbound status calls after launch
FinTech, global enterpriseController
A close that ran to 1am every month, until the upload loop was eliminated.
- 10-iteration upload loop eliminated
- 3 sets of books unified in one validated model
* Work completed in my roles inside these organizations. Company names and details are generalized.
What I've learned
Three convictions behind every build.
The problem is rarely the system.
Most reporting failures start upstream, in the process and the data coming in. New tools carry the same problems forward.
If it doesn't tie, it doesn't ship.
Every number I deliver reconciles to something outside the model that produced it. A figure that cannot prove itself is an opinion.
Knowledge belongs in a rulebook.
The logic that makes your data right should be written down and owned by your team, not held by one person.
Credentials
Built with AI. Governed by a CPA.
AI helps me build faster. Every rule, anchor, and deliverable is designed and reviewed by me.
See the servicesThe license
CPA
Licensed Certified Public Accountant
Every number I hand over has been reviewed by one.
The finance depth
Reporting and revenue
- Controller-level reporting
- Close, consolidation, and financial statements
- Revenue leadership
- Revenue recognition, billing, and leakage
The build
Power BI and AI
- Governed models
- Rules, anchors, and reconciliations your team owns
- Built with AI
- Faster builds, designed and reviewed by a CPA
Where I've done it
- Government contracting
- FinTech
- SaaS
- Professional services
- Private equity backed